Primary Owner

The article may contain affiliate links from partners. The words, opinions, and reviews are our own. Learn how we make money to support our financial wellness mission.

The primary owner of a security is the person who is named first in the security’s registration. For example, if a security is registered as “John Doe SSN 123-45-6789 WITH Joseph Doe SSN 987-65-4321”, John Doe is the primary owner. The primary owner may grant View or Transact rights to the second-named registrant Joseph Doe

Main Menu